Ritter Daniher Financial Advisory LLC / DE
Position in WRB — Berkley W R Corp
CIK 1936603
CINCINNATI, OH
Position in WRB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$6,911
+$416 QoQ
Shares Held
98
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#862
of 950 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Ritter Daniher Financial Advisory LLC / DE holds $180,075 across 7 Insurance - Property & Casualty names. WRB ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
476 | $88,126 | |
| 2 | ORI |
Old Republic International Corp
|
750 | $30,690 | |
| 3 | THG |
Hanover Insurance Group, Inc.
|
102 | $21,840 | |
| 4 | CB |
Chubb Ltd
|
50 | $17,037 | |
| 5 | L |
Loews Corp
|
125 | $14,151 | |
| 6 | WRB |
Berkley W R Corp
This page
|
98 | $6,911 | |
| 7 | TRV |
Travelers Companies, Inc.
|
4 | $1,320 |
All Filings in WRB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,911 | 98 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,495 | 98 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,871 | 98 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,508 | 98 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||